CAIA Association
Description
Chartered Alternative Investment Analyst is a professional designation offered by the CAIA Association to investment professionals who complete a course of study and pass two examinations.
CAIA Association List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CAIA Association. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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52 CAIA Association employees in database. Find out everything there's to know about CAIA Association employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
CAIA Association Employees
Employee
Years
Job
Industry
Ying Amy Quan Ying Amy Quan's CAIA Association Experience January 2009 - June 2009
Job Instructor/Ph.D student in Management Science (Concentration: Accounting)
Industry Research
Experience
University of Texas at Dallas September 2010 - Present
University of Texas at Dallas August 2014 - December 2014
University of Texas at Dallas June 2014 - August 2014
CAIA Association January 2009 - June 2009
MetLife May 2008 - August 2008
MetLife May 2007 - July 2007
MetLife July 2006 - August 2006
Skills
SAS programming, SQL, Data Analysis, Financial Modeling, Actuarial Science, Investments, Options and Futures, Finance, Analysis, Capital Markets, Economics, Microsoft Excel, Corporate Finance, Financial Analysis, Accounting, Valuation, Statistics, Econometrics, Stochastic Processes, Auditing, Research, Access, Matlab, Mathematica, Java, Microsoft Visio, Financial Statement..., SAS
Education
The University of Texas at Dallas 2010 — 2016
Doctor of Philosophy (Ph.D.), Management Science - Accounting
The University of Texas at Dallas - School of Management 2010 — 2013
Master of Science (M.S.), Finance - Financial Engineering and Risk Management Concentration
The University of Texas at Dallas - School of Management 2010 — 2013
Master of Science (M.S.), Accounting
University of Rochester - Simon Business School 2009 — 2010
Ph.D student, Finance
Lafayette College 2005 — 2009
Bachelor of Arts, Mathematics, Economics and Business
University of Texas at Dallas September 2010 - Present
University of Texas at Dallas August 2014 - December 2014
University of Texas at Dallas June 2014 - August 2014
CAIA Association January 2009 - June 2009
MetLife May 2008 - August 2008
MetLife May 2007 - July 2007
MetLife July 2006 - August 2006
Skills
SAS programming, SQL, Data Analysis, Financial Modeling, Actuarial Science, Investments, Options and Futures, Finance, Analysis, Capital Markets, Economics, Microsoft Excel, Corporate Finance, Financial Analysis, Accounting, Valuation, Statistics, Econometrics, Stochastic Processes, Auditing, Research, Access, Matlab, Mathematica, Java, Microsoft Visio, Financial Statement..., SAS
Education
The University of Texas at Dallas 2010 — 2016
Doctor of Philosophy (Ph.D.), Management Science - Accounting
The University of Texas at Dallas - School of Management 2010 — 2013
Master of Science (M.S.), Finance - Financial Engineering and Risk Management Concentration
The University of Texas at Dallas - School of Management 2010 — 2013
Master of Science (M.S.), Accounting
University of Rochester - Simon Business School 2009 — 2010
Ph.D student, Finance
Lafayette College 2005 — 2009
Bachelor of Arts, Mathematics, Economics and Business
Karan Seth Karan Seth's CAIA Association Experience July 2015 - Present
Job CAIA Level 1 Candidate at CAIA Association
Industry Financial Services
Experience
CAIA Association July 2015 - Present
Self May 2014 - Present
Isenberg School of Management, UMass Amherst August 2014 - July 2015
University of Massachusetts Amherst August 2014 - July 2015
Aadhar Securities Pvt. Ltd June 2014 - August 2014
Apollo Munich Health Insurance Company Ltd. July 2013 - August 2013
India Today June 2012 - July 2012
Berkshire Dining hall Umass Amherst September 2011 - May 2012
Skills
Microsoft Office, Data Analysis, Microsoft Excel, Finance, Leadership, Communication, Financial Modeling, Equity Research Analysis, Investments, Entrepreneurship, PowerPoint, Interpersonal Skill, Marketing, Financial Reporting, Microsoft Word, Bloomberg, Teamwork, Financial Engineering, Alternative Investments, Portfolio Management, SAP ERP
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
University of Massachusetts, Amherst 2011 — 2015
Bachelor's degree, Economics
Mallya Aditi International School 2007 — 2011
CAIA Association July 2015 - Present
Self May 2014 - Present
Isenberg School of Management, UMass Amherst August 2014 - July 2015
University of Massachusetts Amherst August 2014 - July 2015
Aadhar Securities Pvt. Ltd June 2014 - August 2014
Apollo Munich Health Insurance Company Ltd. July 2013 - August 2013
India Today June 2012 - July 2012
Berkshire Dining hall Umass Amherst September 2011 - May 2012
Skills
Microsoft Office, Data Analysis, Microsoft Excel, Finance, Leadership, Communication, Financial Modeling, Equity Research Analysis, Investments, Entrepreneurship, PowerPoint, Interpersonal Skill, Marketing, Financial Reporting, Microsoft Word, Bloomberg, Teamwork, Financial Engineering, Alternative Investments, Portfolio Management, SAP ERP
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
University of Massachusetts, Amherst 2011 — 2015
Bachelor's degree, Economics
Mallya Aditi International School 2007 — 2011
Andrew Tetreault Andrew Tetreault's CAIA Association Experience November 2013 - Present
Job Business Development Manager at CAIA Association
Industry Professional Training & Coaching
Experience
CAIA Association November 2013 - Present
CAIA Association November 2009 - November 2013
University of Massachusetts Amherst October 2008 - May 2009
Berkshire Bank June 2008 - August 2008
Skills
Microsoft Excel, Research, Microsoft Office, PowerPoint, Editing, Microsoft Word, Data Analysis, Strategic Planning, Investments, Strategy, Portfolio Management
Education
University of Massachusetts, Amherst 2006 — 2009
Bachelor of Science, Mathematics, Economics
Southwick Tolland Regional High School 2001 — 2005
CAIA Association November 2013 - Present
CAIA Association November 2009 - November 2013
University of Massachusetts Amherst October 2008 - May 2009
Berkshire Bank June 2008 - August 2008
Skills
Microsoft Excel, Research, Microsoft Office, PowerPoint, Editing, Microsoft Word, Data Analysis, Strategic Planning, Investments, Strategy, Portfolio Management
Education
University of Massachusetts, Amherst 2006 — 2009
Bachelor of Science, Mathematics, Economics
Southwick Tolland Regional High School 2001 — 2005
Simon Belkin Simon Belkin's CAIA Association Experience May 2013 - June 2014
Job Associate Connectivity Engineer at Axeda
Industry Information Technology and Services
Experience
ThingWorx, a PTC Business June 2014 - Present
CAIA Association May 2013 - June 2014
OITCC September 2010 - May 2013
PSG June 2011 - July 2011
Comm of Mass June 2010 - July 2010
Imprint Express April 2005 - September 2006
Skills
English, VLSI, Microsoft Excel, Microsoft Word, Customer Service, HTML, Java, Putty, Verilog, Pspice, Python, SQL, Drupal, PHP, MySQL, CSS, Linux, Matlab, C#, Visual Basic, MailChimp, Adobe, Photoshop, Outlook, PowerPoint, Windows, Microsoft Office, Git
Education
University of Massachusetts, Amherst 2008 — 2013
Bachelor of Science (B.S.), Electrical Engineering
Framingham High School 2004 — 2008
ThingWorx, a PTC Business June 2014 - Present
CAIA Association May 2013 - June 2014
OITCC September 2010 - May 2013
PSG June 2011 - July 2011
Comm of Mass June 2010 - July 2010
Imprint Express April 2005 - September 2006
Skills
English, VLSI, Microsoft Excel, Microsoft Word, Customer Service, HTML, Java, Putty, Verilog, Pspice, Python, SQL, Drupal, PHP, MySQL, CSS, Linux, Matlab, C#, Visual Basic, MailChimp, Adobe, Photoshop, Outlook, PowerPoint, Windows, Microsoft Office, Git
Education
University of Massachusetts, Amherst 2008 — 2013
Bachelor of Science (B.S.), Electrical Engineering
Framingham High School 2004 — 2008
Christine Pratt Christine Pratt's CAIA Association Experience March 2014 - Present
Job Office Manager at CAIA Association
Industry Nonprofit Organization Management
Experience
CAIA Association March 2014 - Present
Jewish Family Service of Western Massachusetts March 2011 - March 2014
Cooley Dickinson Hospital April 2007 - July 2009
Collective Home Care, Inc August 1999 - January 2005
Skills
Nonprofits, Financial Accounting, Grants, IT, Microsoft Office, Customer Service, Accounts Payable, Accounts Receivable, Account Reconciliation, Small Business, Operations Management, Office Management, Supervisory Skills, Administrative..., Data Entry, Administration, Spreadsheets, Finance, Invoicing, Public Speaking, Microsoft Excel, Social Media
Education
Greenfield Community College 1981 — 1982
Associate of Science (AS), Criminal Justice/Police Science
Westfield State College
CAIA Association March 2014 - Present
Jewish Family Service of Western Massachusetts March 2011 - March 2014
Cooley Dickinson Hospital April 2007 - July 2009
Collective Home Care, Inc August 1999 - January 2005
Skills
Nonprofits, Financial Accounting, Grants, IT, Microsoft Office, Customer Service, Accounts Payable, Accounts Receivable, Account Reconciliation, Small Business, Operations Management, Office Management, Supervisory Skills, Administrative..., Data Entry, Administration, Spreadsheets, Finance, Invoicing, Public Speaking, Microsoft Excel, Social Media
Education
Greenfield Community College 1981 — 1982
Associate of Science (AS), Criminal Justice/Police Science
Westfield State College
Millissa Allen, CAIA Millissa Allen, CAIA's CAIA Association Experience September 2013 - Present
Job Director of Business Development, Americas at CAIA Association
Industry Financial Services
Experience
CAIA Association September 2013 - Present
Hatteras Funds January 2006 - September 2013
Skills
Hedge Funds, Series 7, Alternative Investments, Mutual Funds, Fund Of Funds, Investments, Private Equity, Asset Managment, Investment Management, Venture Capital, Portfolio Management, Securities, Due Diligence, Separately Managed..., Asset Allocation, Series 63, Equities, Managed Futures, Strategic Financial..., Financial Services
Education
University of Maryland College Park 1988 — 1991
BA, History
CAIA Association September 2013 - Present
Hatteras Funds January 2006 - September 2013
Skills
Hedge Funds, Series 7, Alternative Investments, Mutual Funds, Fund Of Funds, Investments, Private Equity, Asset Managment, Investment Management, Venture Capital, Portfolio Management, Securities, Due Diligence, Separately Managed..., Asset Allocation, Series 63, Equities, Managed Futures, Strategic Financial..., Financial Services
Education
University of Maryland College Park 1988 — 1991
BA, History
Brandon Avergon Brandon Avergon's CAIA Association Experience March 2012 - December 2013
Job Relationship Manager Alternative Investment Solutions
Industry Financial Services
Experience
Brighton House Associates December 2013 - June 2015
CAIA Association March 2012 - December 2013
VizQuest Ventures May 2011 - September 2011
roulston research February 2011 - June 2011
Crane Data LLC 2007 - 2010
West End House Camp June 2005 - August 2009
Skills
Market Research, Social Media Marketing, Research, Google Analytics, Microsoft Excel, Salesforce.com, Blogging, Economics, Sales, PowerPoint, SEO, Spanish-speaking, Alternative Investments, Hedge Funds, Private Equity, Equities, Investor Relations, Data Analysis, Quantitative Analytics, Microsoft Office, Marketing Research, Access, Public Speaking, B2B Marketing, Google Adwords, Statistics, Microsoft Word, Econometrics, Google Webmaster Tools, B2B Marketing Strategy, SEO copywriting, Marketing Copy, MailChimp, SurveyMonkey, SugarCRM, Bit.ly, Microsoft Expression, Jigsaw, WordPress
Education
University of Massachusetts, Amherst
Bachelor of Science (BS), Business/Managerial Economics
Florida State University - Panamá 2011 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Westborough High School 2004 — 2008
Diploma
Brighton House Associates December 2013 - June 2015
CAIA Association March 2012 - December 2013
VizQuest Ventures May 2011 - September 2011
roulston research February 2011 - June 2011
Crane Data LLC 2007 - 2010
West End House Camp June 2005 - August 2009
Skills
Market Research, Social Media Marketing, Research, Google Analytics, Microsoft Excel, Salesforce.com, Blogging, Economics, Sales, PowerPoint, SEO, Spanish-speaking, Alternative Investments, Hedge Funds, Private Equity, Equities, Investor Relations, Data Analysis, Quantitative Analytics, Microsoft Office, Marketing Research, Access, Public Speaking, B2B Marketing, Google Adwords, Statistics, Microsoft Word, Econometrics, Google Webmaster Tools, B2B Marketing Strategy, SEO copywriting, Marketing Copy, MailChimp, SurveyMonkey, SugarCRM, Bit.ly, Microsoft Expression, Jigsaw, WordPress
Education
University of Massachusetts, Amherst
Bachelor of Science (BS), Business/Managerial Economics
Florida State University - Panamá 2011 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Westborough High School 2004 — 2008
Diploma
Anthony Germano Anthony Germano's CAIA Association Experience October 2013 - Present
Job IT Specialist at CAIA Association
Industry Retail
Experience
CAIA Association October 2013 - Present
Big Y August 2006 - February 2014
CAIA Association September 2013 - October 2013
Elms College June 2012 - August 2012
Skills
Computers, Programming, Networking, Linux System..., Windows & Mac operating..., Website Development, PHP, Java, JavaScript, CSS, Computer Hardware, Component Repair, Computer Repair, OS X, Help Desk Support, Web Development, Public Speaking, Databases, HTML, Microsoft Office, Customer Service, Social Media, Linux, Strategic Planning, HTML5, Research, System Administration
Education
College of Our Lady of the Elms 2011 — 2013
Bachelor's degree, Computer Information Technology, GPA 3.9
Holyoke Community College 2008 — 2011
Associate's degree, Computer Systems Networking and Security
CAIA Association October 2013 - Present
Big Y August 2006 - February 2014
CAIA Association September 2013 - October 2013
Elms College June 2012 - August 2012
Skills
Computers, Programming, Networking, Linux System..., Windows & Mac operating..., Website Development, PHP, Java, JavaScript, CSS, Computer Hardware, Component Repair, Computer Repair, OS X, Help Desk Support, Web Development, Public Speaking, Databases, HTML, Microsoft Office, Customer Service, Social Media, Linux, Strategic Planning, HTML5, Research, System Administration
Education
College of Our Lady of the Elms 2011 — 2013
Bachelor's degree, Computer Information Technology, GPA 3.9
Holyoke Community College 2008 — 2011
Associate's degree, Computer Systems Networking and Security
Sabato Visconti's CAIA Association Experience September 2009 - June 2010
Job Video Producer and SEO Assistant at Big Voodoo Interactive
Industry Marketing and Advertising
Experience
Big Voodoo Interactive March 2015 - Present
www.sabatobox.com March 2010 - Present
Freelance August 2010 - Present
SageFox Consulting Group June 2009 - December 2011
Left Behind in Louisiana August 2010 - February 2011
CAIA Association September 2009 - June 2010
Skills
Photography, Digital Photography, Event Photography, Commercial Photography, Fine Art Photography, Photojournalism, Wedding Photography, Fashion Photography, Travel Photography, Studio Photography, Graphic Design, Graphic Arts, Illustration, Creative Writing, News Writing, Abstract Expressionism, Abstraction
Education
Amherst College 2005 — 2009
BA, Political Science, Film Studies
Big Voodoo Interactive March 2015 - Present
www.sabatobox.com March 2010 - Present
Freelance August 2010 - Present
SageFox Consulting Group June 2009 - December 2011
Left Behind in Louisiana August 2010 - February 2011
CAIA Association September 2009 - June 2010
Skills
Photography, Digital Photography, Event Photography, Commercial Photography, Fine Art Photography, Photojournalism, Wedding Photography, Fashion Photography, Travel Photography, Studio Photography, Graphic Design, Graphic Arts, Illustration, Creative Writing, News Writing, Abstract Expressionism, Abstraction
Education
Amherst College 2005 — 2009
BA, Political Science, Film Studies
Alexander Hripak Alexander Hripak's CAIA Association Experience January 2011 - September 2012
Job Director of Engineering at Credly
Industry Information Technology and Services
Experience
Credly August 2015 - Present
Hripak January 2010 - Present
Merriam-Webster Inc. November 2014 - August 2015
Fuzz Productions May 2013 - November 2014
left-click September 2012 - May 2013
CAIA Association January 2011 - September 2012
Skills
Laravel, Drupal, PHP, Web Development, AngularJS, Web Applications, SASS, jQuery, CSS, CMS, Git, GruntJS, CodeIgniter, HTML 5, MySQL, Web Design, Zend Framework, CSS3, HTML5, iOS development, SugarCRM, Node.js
Education
Westfield State University 2010 — 2012
BS, Computer Information Systems
Central Connecticut State University 2010 — 2010
BS, Computer Science
Springfield Technical Community College 2008 — 2010
AS, Computer Engineering
Credly August 2015 - Present
Hripak January 2010 - Present
Merriam-Webster Inc. November 2014 - August 2015
Fuzz Productions May 2013 - November 2014
left-click September 2012 - May 2013
CAIA Association January 2011 - September 2012
Skills
Laravel, Drupal, PHP, Web Development, AngularJS, Web Applications, SASS, jQuery, CSS, CMS, Git, GruntJS, CodeIgniter, HTML 5, MySQL, Web Design, Zend Framework, CSS3, HTML5, iOS development, SugarCRM, Node.js
Education
Westfield State University 2010 — 2012
BS, Computer Information Systems
Central Connecticut State University 2010 — 2010
BS, Computer Science
Springfield Technical Community College 2008 — 2010
AS, Computer Engineering
Katie Barnum Katie Barnum's CAIA Association Experience October 2012 - December 2012
Job Educator at Bilkent Laboratory and International School
Industry
Experience
Bilkent Laboratory August 2013 - Present
The Vermont Country Store May 2013 - August 2013
Mount Holyoke College September 2009 - May 2013
CAIA Association October 2012 - December 2012
Claudia Chan May 2012 - August 2012
The Windham Foundation May 2011 - February 2012
Proteus Fund October 2010 - May 2011
Skills
Microsoft Office, Excel, Word, PowerPoint, Adobe Acrobat, Economics, Team Oriented, Analytical Abilities, Collaborative, Organizing, Team Leadership, Detail Orientation, Facebook, Twitter, foursquare, tripadvisor, Education, Blogging, Editing, Microsoft Word, Microsoft Excel, Research, Teamwork, Social Networking, Social Media, Public Speaking
Education
Mount Holyoke College 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of Otago 2011 — 2011
Bilkent Laboratory August 2013 - Present
The Vermont Country Store May 2013 - August 2013
Mount Holyoke College September 2009 - May 2013
CAIA Association October 2012 - December 2012
Claudia Chan May 2012 - August 2012
The Windham Foundation May 2011 - February 2012
Proteus Fund October 2010 - May 2011
Skills
Microsoft Office, Excel, Word, PowerPoint, Adobe Acrobat, Economics, Team Oriented, Analytical Abilities, Collaborative, Organizing, Team Leadership, Detail Orientation, Facebook, Twitter, foursquare, tripadvisor, Education, Blogging, Editing, Microsoft Word, Microsoft Excel, Research, Teamwork, Social Networking, Social Media, Public Speaking
Education
Mount Holyoke College 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of Otago 2011 — 2011
Bridget Shanahan Bridget Shanahan's CAIA Association Experience March 2010 - November 2011
Job Director, Camp ABC & OffSeason Programs at The Fresh Air Fund
Industry Civic & Social Organization
Experience
The Fresh Air Fund December 2011 - Present
CAIA Association March 2010 - November 2011
Family Preservation Services January 2009 - June 2009
New Dominion School November 2005 - January 2009
Peace Corps June 2003 - June 2005
Education
Trinity University-Washington 1998 — 2002
B.A., Political Science
The Fresh Air Fund December 2011 - Present
CAIA Association March 2010 - November 2011
Family Preservation Services January 2009 - June 2009
New Dominion School November 2005 - January 2009
Peace Corps June 2003 - June 2005
Education
Trinity University-Washington 1998 — 2002
B.A., Political Science
Yong B. Liang's CAIA Association Experience January 2011 - May 2011
Job Seeking Data Science and Software Engineering position
Industry Computer Software
Experience
EMC June 2012 - August 2014
Minutemen Equity Fund January 2011 - May 2012
CAIA Association January 2011 - May 2011
The First Church of Christ, Scientist June 2010 - August 2010
BNY Mellon June 2008 - August 2008
City of Boston April 2007 - August 2007
Skills
Microsoft Excel
Education
University of Massachusetts, Amherst 2014 — 2016
Computer Science
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor Degrees in, Finance, Math
EMC June 2012 - August 2014
Minutemen Equity Fund January 2011 - May 2012
CAIA Association January 2011 - May 2011
The First Church of Christ, Scientist June 2010 - August 2010
BNY Mellon June 2008 - August 2008
City of Boston April 2007 - August 2007
Skills
Microsoft Excel
Education
University of Massachusetts, Amherst 2014 — 2016
Computer Science
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor Degrees in, Finance, Math
Andrew Dunham Andrew Dunham's CAIA Association Experience December 2014 - June 2015
Job INVESTMENT ANALYST ◈ RESEARCH ASSOCIATE
Industry Financial Services
Experience
Army National Guard August 2015 - Present
Wells Fargo Securities June 2015 - Present
Army National Guard November 2013 - August 2015
CAIA Association December 2014 - June 2015
Catalyst, a WPP Agency April 2014 - May 2014
BMO Capital Markets October 2011 - October 2013
Battle Road Research October 2010 - October 2011
Tyche Capital April 2011 - June 2011
Dexrex August 2009 - October 2010
Minutemen Equity Fund September 2008 - August 2009
Skills
Financial Modeling, Equity Valuation, Equity Research, Portfolio Attribution, Equity Sales, Detail Orientation, Communicator, Listener, Highly Analytical, VBA, Microsoft Office, Problem Solving, Collaborative, Highly Adaptable, Valuation, Portfolio Management, Analytical Skills, Market Insights, Risk Management, MS Office Suite..., MATLAB, Mathematica, Minitab, Lotus Notes, Bloomberg, C++, Java, Data Analysis, Financial Analysis, Competitive Analysis, Analysis, Mergers & Acquisitions, Private Equity, Strategy, Finance, Investments, Equities, Management, Corporate Finance, Microsoft Excel, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.) with Honors, Finance, 3.7
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Science (B.S.), Mathematics and Economics
Harvard University Extension School
Continuing Education Class, "Accounting, Auditing, Ethical Standards"
U.S. Army Officer Candidate School
Westfield State University
Certificate, Emergency Medical Technician Basic
New York Wildland Fire and Incident Management Academy
Completed S-130/190, I-100, L-180
Army National Guard August 2015 - Present
Wells Fargo Securities June 2015 - Present
Army National Guard November 2013 - August 2015
CAIA Association December 2014 - June 2015
Catalyst, a WPP Agency April 2014 - May 2014
BMO Capital Markets October 2011 - October 2013
Battle Road Research October 2010 - October 2011
Tyche Capital April 2011 - June 2011
Dexrex August 2009 - October 2010
Minutemen Equity Fund September 2008 - August 2009
Skills
Financial Modeling, Equity Valuation, Equity Research, Portfolio Attribution, Equity Sales, Detail Orientation, Communicator, Listener, Highly Analytical, VBA, Microsoft Office, Problem Solving, Collaborative, Highly Adaptable, Valuation, Portfolio Management, Analytical Skills, Market Insights, Risk Management, MS Office Suite..., MATLAB, Mathematica, Minitab, Lotus Notes, Bloomberg, C++, Java, Data Analysis, Financial Analysis, Competitive Analysis, Analysis, Mergers & Acquisitions, Private Equity, Strategy, Finance, Investments, Equities, Management, Corporate Finance, Microsoft Excel, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.) with Honors, Finance, 3.7
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Science (B.S.), Mathematics and Economics
Harvard University Extension School
Continuing Education Class, "Accounting, Auditing, Ethical Standards"
U.S. Army Officer Candidate School
Westfield State University
Certificate, Emergency Medical Technician Basic
New York Wildland Fire and Incident Management Academy
Completed S-130/190, I-100, L-180
David Kaufman, LL.B., CAIA David Kaufman, LL.B., CAIA's CAIA Association Experience 2011 - 2012
Job President & CEO, Westcourt Capital Corporation
Industry Investment Management
Experience
Westcourt Capital Corporation March 2009 - Present
CAIA Association 2011 - 2012
BNN August 2010 - September 2011
Four Seasons Private Residences, Toronto 2005 - 2007
Magna Golf Club 2000 - 2005
Skills
Investor Relations, Alternative Investments, Public Speaking, Mergers, Strategic Planning, Strategic Communications, Media Relations, Marketing Strategy, Business Strategy, Business Journalism, Public Relations, Marketing, Social Media, Crisis Communications, Hedge Funds, Private Equity, Investments, Investment Strategies, Corporate Finance, Entrepreneurship, Financial Advisory, Due Diligence, Finance, Start-ups, Management, Portfolio Management, Venture Capital
Education
University of Toronto 1991 — 1994
LL.B.
McGill University 1988 — 1991
B.A.
Westcourt Capital Corporation March 2009 - Present
CAIA Association 2011 - 2012
BNN August 2010 - September 2011
Four Seasons Private Residences, Toronto 2005 - 2007
Magna Golf Club 2000 - 2005
Skills
Investor Relations, Alternative Investments, Public Speaking, Mergers, Strategic Planning, Strategic Communications, Media Relations, Marketing Strategy, Business Strategy, Business Journalism, Public Relations, Marketing, Social Media, Crisis Communications, Hedge Funds, Private Equity, Investments, Investment Strategies, Corporate Finance, Entrepreneurship, Financial Advisory, Due Diligence, Finance, Start-ups, Management, Portfolio Management, Venture Capital
Education
University of Toronto 1991 — 1994
LL.B.
McGill University 1988 — 1991
B.A.
Keith Black, PhD, CFA, CAIA Keith Black, PhD, CFA, CAIA's CAIA Association Experience October 2013 - Present
Job CAIA Association
Industry Investment Management
Experience
CAIA Association October 2013 - Present
CAIA Association September 2012 - September 2013
CAIA Association October 2010 - September 2012
Ennis Knupp April 2007 - October 2010
Ennis Knupp & Associates April 2007 - October 2010
Illinois Institute of Technology 1999 - 2007
Chicago Investment Analytics 1996 - 2000
Chicago Board of Trade 1996 - 1996
Hull Trading Company 1993 - 1995
First Chicago Capital Markets 1990 - 1993
Skills
Hedge Funds, Options, Derivatives, Portfolio Management, Alternative Investments, Commodities, Managed Futures, Expert Witness, Pension Funds, Endowments and..., Investment Consulting, Financial Markets, Investment Management, Asset Allocation, Commodity, Equities, Investments, Trading, Options Strategies, Hedging, Equity Valuation, Due Diligence, Trading Strategies, Private Equity, Bonds, Investment Advisory..., Mutual Funds
Education
Illinois Institute of Technology 1996 — 2010
PhD, Management Science/Finance
Carnegie Mellon University - Tepper School of Business 1988 — 1990
MBA, Finance and Operations Research
Whittier College 1984 — 1988
BA, Math/Computer Science, Economics
CAIA Association October 2013 - Present
CAIA Association September 2012 - September 2013
CAIA Association October 2010 - September 2012
Ennis Knupp April 2007 - October 2010
Ennis Knupp & Associates April 2007 - October 2010
Illinois Institute of Technology 1999 - 2007
Chicago Investment Analytics 1996 - 2000
Chicago Board of Trade 1996 - 1996
Hull Trading Company 1993 - 1995
First Chicago Capital Markets 1990 - 1993
Skills
Hedge Funds, Options, Derivatives, Portfolio Management, Alternative Investments, Commodities, Managed Futures, Expert Witness, Pension Funds, Endowments and..., Investment Consulting, Financial Markets, Investment Management, Asset Allocation, Commodity, Equities, Investments, Trading, Options Strategies, Hedging, Equity Valuation, Due Diligence, Trading Strategies, Private Equity, Bonds, Investment Advisory..., Mutual Funds
Education
Illinois Institute of Technology 1996 — 2010
PhD, Management Science/Finance
Carnegie Mellon University - Tepper School of Business 1988 — 1990
MBA, Finance and Operations Research
Whittier College 1984 — 1988
BA, Math/Computer Science, Economics
Hossein Kazemi, PhD, CFA Hossein Kazemi, PhD, CFA's CAIA Association Experience January 2013 - Present
Job Michael & Cheryl Philipp Professor of Finance at Isenberg School of Management
Industry Education Management
Experience
CAIA Association January 2013 - Present
University of Massachusetts Amherst September 1987 - Present
CAIA Association January 2008 - December 2013
Alternative Investment Analytics, LLC January 2000 - July 2012
Skills
Commodity, Hedge Funds, Quantitative Analytics, Alternative Investments, Equities, Portfolio Management, Financial Markets, Financial Modeling, Valuation, Asset Managment, Investments, Asset Allocation, Private Equity, Capital Markets, Asset Management, Finance, Mutual Funds, Bloomberg, Fixed Income, Derivatives, Venture Capital, Econometrics, Corporate Finance, Trading, Economics, Investment Management, Options, Investment Strategies, Equity Research, Emerging Markets, Investment Banking, Equity Valuation, Structured Products, Securities, Due Diligence, Quantitative Finance, Investor Relations
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1986
PhD, Finance
CAIA Association January 2013 - Present
University of Massachusetts Amherst September 1987 - Present
CAIA Association January 2008 - December 2013
Alternative Investment Analytics, LLC January 2000 - July 2012
Skills
Commodity, Hedge Funds, Quantitative Analytics, Alternative Investments, Equities, Portfolio Management, Financial Markets, Financial Modeling, Valuation, Asset Managment, Investments, Asset Allocation, Private Equity, Capital Markets, Asset Management, Finance, Mutual Funds, Bloomberg, Fixed Income, Derivatives, Venture Capital, Econometrics, Corporate Finance, Trading, Economics, Investment Management, Options, Investment Strategies, Equity Research, Emerging Markets, Investment Banking, Equity Valuation, Structured Products, Securities, Due Diligence, Quantitative Finance, Investor Relations
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1986
PhD, Finance
Scott Kudrick's CAIA Association Experience August 2014 - September 2014
Job Volunteer at Big Brothers Big Sisters of Massachusetts Bay
Industry Capital Markets
Experience
Big Brothers Big Sisters of Massachusetts Bay March 2015 - Present
Realty Capital Securities January 2011 - February 2015
Theraplant 2015 - 2015
CAIA Association August 2014 - September 2014
Arrowpoint Partners 2014 - 2014
FPA - Financial Planning Association 2012 - 2014
AXA Distributors September 1999 - January 2011
Fidelity Investments January 1995 - September 1999
Skills
Alternative Investments, Series 63, Series 7, Investments, Separately Managed..., Retirement Planning, Mutual Funds, Series 24, Series 6, Financial Advisory, Private Equity, 401k, Asset Allocation, Variable Annuities, Fixed Annuities, Asset Management, IRAs, Retirement, Real Estate, Insurance, Fixed Income, Real Estate Development, ETFs, Investment Strategies, Asset Managment, Asset Protection, Risk Assessment, Multi Family Properties, Tax Accounting, Business Development, Landlord-Tenant, 1031 Exchanges, Options Strategies, Index Funds, Real Estate License, Investment Advisory, Wealth Management..., Life Insurance, Equities, Oil/Gas
Education
Boston College - Carroll School of Management 1990 — 1994
BS, General Management
Babson College 1997 — 1999
FW Olin Graduate School
Tabor Academy 1986 — 1990
Big Brothers Big Sisters of Massachusetts Bay March 2015 - Present
Realty Capital Securities January 2011 - February 2015
Theraplant 2015 - 2015
CAIA Association August 2014 - September 2014
Arrowpoint Partners 2014 - 2014
FPA - Financial Planning Association 2012 - 2014
AXA Distributors September 1999 - January 2011
Fidelity Investments January 1995 - September 1999
Skills
Alternative Investments, Series 63, Series 7, Investments, Separately Managed..., Retirement Planning, Mutual Funds, Series 24, Series 6, Financial Advisory, Private Equity, 401k, Asset Allocation, Variable Annuities, Fixed Annuities, Asset Management, IRAs, Retirement, Real Estate, Insurance, Fixed Income, Real Estate Development, ETFs, Investment Strategies, Asset Managment, Asset Protection, Risk Assessment, Multi Family Properties, Tax Accounting, Business Development, Landlord-Tenant, 1031 Exchanges, Options Strategies, Index Funds, Real Estate License, Investment Advisory, Wealth Management..., Life Insurance, Equities, Oil/Gas
Education
Boston College - Carroll School of Management 1990 — 1994
BS, General Management
Babson College 1997 — 1999
FW Olin Graduate School
Tabor Academy 1986 — 1990
William J. Kelly's CAIA Association Experience January 2014 - Present
Job Chief Executive Officer, CAIA Association
Industry Financial Services
Experience
CAIA Association January 2014 - Present
BofA Funds Series Trust June 2011 - Present
Salient Partners May 2011 - Present
Robeco Trust Company September 2011 - Present
Robeco Investment Management March 2005 - January 2009
Robeco Investment Management January 2004 - February 2005
Boston Partners Asset Management January 2004 - February 2005
Boston Partners Asset Management September 2003 - December 2004
Boston Partners Asset Management April 1995 - September 2002
The Boston Company August 1988 - March 1995
Skills
Alternative Investments, Start-ups, Management, Strategic Planning, Hedge Funds, Asset Managment, Finance, Capital Markets, Private Equity, Investments, Accounting, Asset Management, Corporate Finance, Financial Advisory, Emerging Markets, Financial Modeling, Investment Banking, Leadership, Investor Relations, Risk Management
Education
Iona College 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
CAIA Association January 2014 - Present
BofA Funds Series Trust June 2011 - Present
Salient Partners May 2011 - Present
Robeco Trust Company September 2011 - Present
Robeco Investment Management March 2005 - January 2009
Robeco Investment Management January 2004 - February 2005
Boston Partners Asset Management January 2004 - February 2005
Boston Partners Asset Management September 2003 - December 2004
Boston Partners Asset Management April 1995 - September 2002
The Boston Company August 1988 - March 1995
Skills
Alternative Investments, Start-ups, Management, Strategic Planning, Hedge Funds, Asset Managment, Finance, Capital Markets, Private Equity, Investments, Accounting, Asset Management, Corporate Finance, Financial Advisory, Emerging Markets, Financial Modeling, Investment Banking, Leadership, Investor Relations, Risk Management
Education
Iona College 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
Jeanne Barron's CAIA Association Experience May 2014 - Present
Job Director of Marketing at CAIA Association
Industry Financial Services
Experience
CAIA Association May 2014 - Present
University of Massachusetts Amherst Foundation February 2011 - May 2014
CT Lien Solutions/Wolters Kluwer July 2001 - August 2009
CT Corporation November 1996 - July 2001
RIA/Warren Gorham & Lamont April 1991 - October 1996
Washington Service Bureau September 1984 - March 1990
Skills
Marketing Communications, Lead Generation, Strategy, Email Marketing, Editorial, Direct Marketing, Strategic Communications, Copywriting
Education
American University
BA, Communications/ PR and Advertising
Cranston West High School 1976 — 1980
CAIA Association May 2014 - Present
University of Massachusetts Amherst Foundation February 2011 - May 2014
CT Lien Solutions/Wolters Kluwer July 2001 - August 2009
CT Corporation November 1996 - July 2001
RIA/Warren Gorham & Lamont April 1991 - October 1996
Washington Service Bureau September 1984 - March 1990
Skills
Marketing Communications, Lead Generation, Strategy, Email Marketing, Editorial, Direct Marketing, Strategic Communications, Copywriting
Education
American University
BA, Communications/ PR and Advertising
Cranston West High School 1976 — 1980
Jenna Farrell Jenna Farrell's CAIA Association Experience July 2015 - Present
Job Events and Marketing Associate at CAIA Association
Industry Events Services
Experience
CAIA Association July 2015 - Present
Roberto's Bar & Grille August 2013 - July 2015
UMass STEM Ambassadors Program July 2014 - November 2014
Engage in STEM Program June 2013 - June 2014
Massachusetts Academy of Sciences September 2009 - May 2013
Skills
Management, Public Speaking, Training, Customer Service, Event Planning, Fundraising, Public Relations, Event Management, Microsoft Office, Budgets, Marketing, Nonprofits, Community Outreach, Social Networking, Editing, Program Development, Program Management, Leadership, Social Media Marketing, Newsletters, Strategic Communications, Research
Education
Western New England University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Greenfield Community College 2004 — 2007
Associate of Science (A.S.), Business Administration and Management, General
Northampton High School 2000 — 2004
High School Diploma
CAIA Association July 2015 - Present
Roberto's Bar & Grille August 2013 - July 2015
UMass STEM Ambassadors Program July 2014 - November 2014
Engage in STEM Program June 2013 - June 2014
Massachusetts Academy of Sciences September 2009 - May 2013
Skills
Management, Public Speaking, Training, Customer Service, Event Planning, Fundraising, Public Relations, Event Management, Microsoft Office, Budgets, Marketing, Nonprofits, Community Outreach, Social Networking, Editing, Program Development, Program Management, Leadership, Social Media Marketing, Newsletters, Strategic Communications, Research
Education
Western New England University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Greenfield Community College 2004 — 2007
Associate of Science (A.S.), Business Administration and Management, General
Northampton High School 2000 — 2004
High School Diploma
Jeanne Grover's CAIA Association Experience July 2013 - Present
Job
Industry Nonprofit Organization Management
Experience
CAIA Association July 2013 - Present
Berkshire Brewing Company Inc June 1996 - December 2012
Skills
Management, Finance, Leadership, Training, Sales, Microsoft Office, Team Building, Recruiting
Education
College of Our Lady of the Elms 2002 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
CAIA Association July 2013 - Present
Berkshire Brewing Company Inc June 1996 - December 2012
Skills
Management, Finance, Leadership, Training, Sales, Microsoft Office, Team Building, Recruiting
Education
College of Our Lady of the Elms 2002 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Caitlin Goudreau's CAIA Association Experience June 2015 - Present
Job Special Projects Manager & Executive Assistant at CAIA Association
Industry Marketing and Advertising
Experience
CAIA Association June 2015 - Present
New England Sports, Orthopedics, Spine & Rehabilitation January 2014 - June 2015
Strategis September 2013 - December 2013
Office of Athletics at Bridgewater State University Office of Athletics September 2010 - December 2013
University of Newcastle (UON), Australia February 2013 - June 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Photoshop, Customer Service, Research, Teamwork, Public Speaking, English, Illustrator, CS6, Project Management, Blogging, Social Media Marketing
Education
Bridgewater State University 2009 — 2014
Bachelors of Business Management, Bachelors of Fine Arts, Concetrations in Marketing & Graphic Design
University of Newcastle 2013 — 2013
CAIA Association June 2015 - Present
New England Sports, Orthopedics, Spine & Rehabilitation January 2014 - June 2015
Strategis September 2013 - December 2013
Office of Athletics at Bridgewater State University Office of Athletics September 2010 - December 2013
University of Newcastle (UON), Australia February 2013 - June 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Photoshop, Customer Service, Research, Teamwork, Public Speaking, English, Illustrator, CS6, Project Management, Blogging, Social Media Marketing
Education
Bridgewater State University 2009 — 2014
Bachelors of Business Management, Bachelors of Fine Arts, Concetrations in Marketing & Graphic Design
University of Newcastle 2013 — 2013
Trish Bonica Trish Bonica's CAIA Association Experience December 2012 - September 2014
Job Senior Consultant at Safe Passage (Northampton, MA)
Industry Nonprofit Organization Management
Experience
Bay Path University March 2015 - Present
Safe Passage (Northampton, MA) October 2014 - Present
MotherWoman May 2014 - Present
CAIA Association December 2012 - September 2014
MotherWoman October 2013 - May 2014
ACT, Inc July 2008 - October 2012
Pearson Assessments 2005 - 2008
Women's Economic Development Fund, Inc 1999 - 2002
Skills
Program Management, Cross-functional Team..., Strategy, Change Management, Project Management, Strategic Planning, Process Improvement, Leadership, Leadership Development, Management, Team Building, Public Speaking, Program Development, Community Outreach
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2005
Master of Business Administration (M.B.A.), Strategic Management
Washington University in St. Louis 1997 — 1999
Master of Social Work (M.S.W.)
Smith College
Bachelor's degree
Bay Path University March 2015 - Present
Safe Passage (Northampton, MA) October 2014 - Present
MotherWoman May 2014 - Present
CAIA Association December 2012 - September 2014
MotherWoman October 2013 - May 2014
ACT, Inc July 2008 - October 2012
Pearson Assessments 2005 - 2008
Women's Economic Development Fund, Inc 1999 - 2002
Skills
Program Management, Cross-functional Team..., Strategy, Change Management, Project Management, Strategic Planning, Process Improvement, Leadership, Leadership Development, Management, Team Building, Public Speaking, Program Development, Community Outreach
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2005
Master of Business Administration (M.B.A.), Strategic Management
Washington University in St. Louis 1997 — 1999
Master of Social Work (M.S.W.)
Smith College
Bachelor's degree
Cody Durant, MBA Cody Durant, MBA's CAIA Association Experience June 2015 - Present
Job Professional Development Chair at Northampton Area Young Professionals, CoExecutive Owner at Insightful Strategies
Industry Financial Services
Experience
CAIA Association June 2015 - Present
Insightful Strategies LLC March 2014 - Present
Northampton Area Young Professionals January 2014 - Present
MassMutual Financial Group November 2012 - May 2015
StakeHolders Capital, Inc. April 2012 - November 2012
Eco-Vation LLC November 2009 - September 2010
Center for Ecological Technology August 2008 - December 2009
Skills
Research, Networking, Microsoft Office, Food & Beverage, Sustainability, Energy Audits, Customer Service, Project Management, Task Management, Management, Start-ups, Sustainability Reporting, Green Building, Sustainable Business, Leadership, Environmental Awareness, Nonprofits, Community Outreach, Environmental Science, Sustainability..., Corporate Social..., Strategy, Sustainable Development, Climate Change, Renewable Energy, Training, Project Planning, Alternative Investments
Education
Marlboro College 2011 — 2014
MBA, Managing for Sustainability
Castleton State College 2005 — 2007
B.A., Environmental Science
SUNY Alfred (2002 - 2005) 2002 — 2005
Engineering Science/Environmental Studies
CAIA Association June 2015 - Present
Insightful Strategies LLC March 2014 - Present
Northampton Area Young Professionals January 2014 - Present
MassMutual Financial Group November 2012 - May 2015
StakeHolders Capital, Inc. April 2012 - November 2012
Eco-Vation LLC November 2009 - September 2010
Center for Ecological Technology August 2008 - December 2009
Skills
Research, Networking, Microsoft Office, Food & Beverage, Sustainability, Energy Audits, Customer Service, Project Management, Task Management, Management, Start-ups, Sustainability Reporting, Green Building, Sustainable Business, Leadership, Environmental Awareness, Nonprofits, Community Outreach, Environmental Science, Sustainability..., Corporate Social..., Strategy, Sustainable Development, Climate Change, Renewable Energy, Training, Project Planning, Alternative Investments
Education
Marlboro College 2011 — 2014
MBA, Managing for Sustainability
Castleton State College 2005 — 2007
B.A., Environmental Science
SUNY Alfred (2002 - 2005) 2002 — 2005
Engineering Science/Environmental Studies
Heather Morales Heather Morales's CAIA Association Experience March 2014 - Present
Job Chapter Relations Manager at CAIA Association
Industry Public Relations and Communications
Experience
CAIA Association March 2014 - Present
CAIA Association January 2011 - March 2014
Pearson November 2005 - May 2010
HWH PR/New Media 2004 - 2004
Skills
Marketing, Event Management, Fundraising, Press Releases, Social Media Marketing, Editing, Public Speaking, Market Research, Strategic Planning, Event Planning, Corporate Events, Management, Sponsorship, Creative Writing
Education
Manhattan College 2000 — 2004
Bachelors, Communications
CAIA Association March 2014 - Present
CAIA Association January 2011 - March 2014
Pearson November 2005 - May 2010
HWH PR/New Media 2004 - 2004
Skills
Marketing, Event Management, Fundraising, Press Releases, Social Media Marketing, Editing, Public Speaking, Market Research, Strategic Planning, Event Planning, Corporate Events, Management, Sponsorship, Creative Writing
Education
Manhattan College 2000 — 2004
Bachelors, Communications
Kathleen Champagne Kathleen Champagne's CAIA Association Experience October 2012 - Present
Job Senior Associate Director of Exam Administration at CAIA Association
Industry Publishing
Experience
CAIA Association October 2012 - Present
CAIA Association April 2010 - October 2012
Pearson August 1989 - April 2010
Skills
Research, Public Speaking, Editing, Statistics, Microsoft Office, Data Analysis, Microsoft Excel, Strategic Planning, Teaching, PowerPoint, Project Management, Proofreading, Training, Budgets, Event Planning, Higher Education, Program Management, Content Development, Copy Editing, Supervisory Skills, Curriculum Design, Volunteer Management, Process Improvement, Staff Development, Leadership, Team Leadership, Group Facilitation
Education
Smith College
BA
CAIA Association October 2012 - Present
CAIA Association April 2010 - October 2012
Pearson August 1989 - April 2010
Skills
Research, Public Speaking, Editing, Statistics, Microsoft Office, Data Analysis, Microsoft Excel, Strategic Planning, Teaching, PowerPoint, Project Management, Proofreading, Training, Budgets, Event Planning, Higher Education, Program Management, Content Development, Copy Editing, Supervisory Skills, Curriculum Design, Volunteer Management, Process Improvement, Staff Development, Leadership, Team Leadership, Group Facilitation
Education
Smith College
BA
Sarah Auerbach Sarah Auerbach's CAIA Association Experience January 2015 - Present
Job Director of Candidate and Member Relations
Industry Real Estate
Experience
CAIA Association January 2015 - Present
Bumps River Businesses, LLC 2012 - Present
IBM Corporation January 1989 - July 2004
Skills
Solution Selling, New Business Development, Sales Management, Business Development, Account Management, Strategic Planning, Contract Negotiation, Negotiation, Marketing Strategy, Sales, Management, Start-ups, Strategic Partnerships, Project Management, Real Estate, Strategy, Entrepreneurship, Marketing, Selling, Business Strategy, CRM, Leadership, Management Consulting, Online Marketing, Salesforce.com, Team Building, SaaS, Coaching, Program Management, Sales Process, Online Advertising, Public Speaking, Residential Homes
Education
Georgetown University 1984 — 1988
BA, History
Noble and Greenough School 1981 — 1984
High School
CAIA Association January 2015 - Present
Bumps River Businesses, LLC 2012 - Present
IBM Corporation January 1989 - July 2004
Skills
Solution Selling, New Business Development, Sales Management, Business Development, Account Management, Strategic Planning, Contract Negotiation, Negotiation, Marketing Strategy, Sales, Management, Start-ups, Strategic Partnerships, Project Management, Real Estate, Strategy, Entrepreneurship, Marketing, Selling, Business Strategy, CRM, Leadership, Management Consulting, Online Marketing, Salesforce.com, Team Building, SaaS, Coaching, Program Management, Sales Process, Online Advertising, Public Speaking, Residential Homes
Education
Georgetown University 1984 — 1988
BA, History
Noble and Greenough School 1981 — 1984
High School
Aileen Harbour's CAIA Association Experience May 2009 - October 2009
Job Assistant Director, PD Delivery at The College Board
Industry Education Management
Experience
The College Board April 2015 - Present
The College Board December 2012 - Present
The College Board July 2012 - November 2012
The College Board January 2010 - July 2012
CAIA Association May 2009 - October 2009
The Center for Professional Education September 2006 - January 2009
The College Board May 2006 - September 2006
RMP, Inc. August 2004 - April 2006
The College Board December 2001 - July 2004
Skills
Community Outreach, Higher Education, Staff Development, Social Media, Nonprofits, Event Planning, Strategic Planning
Education
Northeastern University 2011 — 2013
MS, Nonprofit Management; Corporate and Organizational Communications
University at Albany, SUNY 1997 — 2001
BA, English
The College Board April 2015 - Present
The College Board December 2012 - Present
The College Board July 2012 - November 2012
The College Board January 2010 - July 2012
CAIA Association May 2009 - October 2009
The Center for Professional Education September 2006 - January 2009
The College Board May 2006 - September 2006
RMP, Inc. August 2004 - April 2006
The College Board December 2001 - July 2004
Skills
Community Outreach, Higher Education, Staff Development, Social Media, Nonprofits, Event Planning, Strategic Planning
Education
Northeastern University 2011 — 2013
MS, Nonprofit Management; Corporate and Organizational Communications
University at Albany, SUNY 1997 — 2001
BA, English
Deborah McLean's CAIA Association Experience July 2014 - Present
Job Managing Director of External Relations at CAIA Association
Industry Financial Services
Experience
CAIA Association July 2014 - Present
Chartered Alternative Investment Analyst (CAIA) Association March 2012 - July 2013
Mt. Holyoke College January 2010 - March 2012
Smith College September 2006 - January 2010
Recruiting New Teachers, Inc. 1996 - 2006
The Widmeyer Group 1990 - 1996
ABC News 1988 - 1991
Skills
Fundraising, Hedge Funds, Public Relations, Alternative Investments, Media Relations, Public Speaking, Research, Strategic Communications, Asset Management, Editing, Portfolio Management
Education
Mount Holyoke College 1984 — 1988
Bachelor of Arts (B.A.), Politics
CAIA Association July 2014 - Present
Chartered Alternative Investment Analyst (CAIA) Association March 2012 - July 2013
Mt. Holyoke College January 2010 - March 2012
Smith College September 2006 - January 2010
Recruiting New Teachers, Inc. 1996 - 2006
The Widmeyer Group 1990 - 1996
ABC News 1988 - 1991
Skills
Fundraising, Hedge Funds, Public Relations, Alternative Investments, Media Relations, Public Speaking, Research, Strategic Communications, Asset Management, Editing, Portfolio Management
Education
Mount Holyoke College 1984 — 1988
Bachelor of Arts (B.A.), Politics
Lillian Webster's CAIA Association Experience May 2013 - June 2013
Job Metalsmith/Artist
Industry Luxury Goods & Jewelry
Experience
University of Massachusetts Dartmouth May 2015 - Present
dmg Inc. April 2013 - Present
Don Muller Gallery October 2012 - Present
University of Massachusetts Dartmouth September 2014 - May 2015
University of Massachusetts Dartmouth September 2013 - August 2014
CAIA Association May 2013 - June 2013
Extreme Music a Division of Sony ATV December 2006 - June 2012
Borders Books September 2005 - October 2007
University of Virginia August 2001 - August 2003
Duxbury Art Association May 2001 - August 2001
Skills
Social Media, Advertising, Music, Marketing, Press Releases, Sales, Event Management, CRM, Research, Management, Editing, Marketing Strategy, Marketing Communications, Entertainment, Television, Digital Marketing, Digital Media, Account Management, Music Licensing, Social Media Marketing, New Media, Creative Writing, Project Management, Licensing, Strategic Planning, Customer Service, Multimedia, Product Management, Negotiation, Requirements Gathering, Goal Oriented, Cross-functional Team..., Team Leadership, Goal Setting, Financial Services, Writing, Art, Client Relationship..., Rate Negotiation, Sales Targets, Client Services, Education, Business Development, Silversmithing, Handmade Jewelry, Cataloging, Metalsmithing, Jewelry Design
Education
University of Massachusetts Dartmouth 2013 — 2016
Master of Fine Arts (MFA), Jewelry/Metals
University of Virginia 2001 — 2003
MA, Spanish Literature (Feminist & Medieval Studies)
Smith College 1997 — 2001
BA, English & Spanish Literature
University of Massachusetts Dartmouth May 2015 - Present
dmg Inc. April 2013 - Present
Don Muller Gallery October 2012 - Present
University of Massachusetts Dartmouth September 2014 - May 2015
University of Massachusetts Dartmouth September 2013 - August 2014
CAIA Association May 2013 - June 2013
Extreme Music a Division of Sony ATV December 2006 - June 2012
Borders Books September 2005 - October 2007
University of Virginia August 2001 - August 2003
Duxbury Art Association May 2001 - August 2001
Skills
Social Media, Advertising, Music, Marketing, Press Releases, Sales, Event Management, CRM, Research, Management, Editing, Marketing Strategy, Marketing Communications, Entertainment, Television, Digital Marketing, Digital Media, Account Management, Music Licensing, Social Media Marketing, New Media, Creative Writing, Project Management, Licensing, Strategic Planning, Customer Service, Multimedia, Product Management, Negotiation, Requirements Gathering, Goal Oriented, Cross-functional Team..., Team Leadership, Goal Setting, Financial Services, Writing, Art, Client Relationship..., Rate Negotiation, Sales Targets, Client Services, Education, Business Development, Silversmithing, Handmade Jewelry, Cataloging, Metalsmithing, Jewelry Design
Education
University of Massachusetts Dartmouth 2013 — 2016
Master of Fine Arts (MFA), Jewelry/Metals
University of Virginia 2001 — 2003
MA, Spanish Literature (Feminist & Medieval Studies)
Smith College 1997 — 2001
BA, English & Spanish Literature
Jasmine Yu, CFA, CAIA's CAIA Association Experience 2011 - Present
Job Director, Merrill Lynch Wealth and Investment Management
Industry Investment Management
Experience
Merrill Lynch May 2012 - Present
CAIA Association 2011 - Present
Abu Dhabi Investment Council 2009 - 2011
Franklin Templeton Investments 2007 - 2009
Northern Trust Global Advisors January 2007 - December 2007
IBM Retirement Funds Europe 2005 - 2007
IBM 2002 - 2007
ADP 1997 - 2001
Skills
Investments, Asset Managment, Portfolio Management, Enterprise Risk..., Basel II, Fixed Income, Equities, Strategy, Asset Management, Hedge Funds, Due Diligence, Capital Markets, Private Equity, Financial Modeling, Derivatives, Valuation, Emerging Markets, Asset Allocation, Financial Services, Financial Risk, Investment Management, Investment Banking, Investment Strategies, Financial Markets, Alternative Investments, Series 7, Series 66,..., Bloomberg, Equity Research, Mutual Funds
Education
Columbia University
Pace University
Merrill Lynch May 2012 - Present
CAIA Association 2011 - Present
Abu Dhabi Investment Council 2009 - 2011
Franklin Templeton Investments 2007 - 2009
Northern Trust Global Advisors January 2007 - December 2007
IBM Retirement Funds Europe 2005 - 2007
IBM 2002 - 2007
ADP 1997 - 2001
Skills
Investments, Asset Managment, Portfolio Management, Enterprise Risk..., Basel II, Fixed Income, Equities, Strategy, Asset Management, Hedge Funds, Due Diligence, Capital Markets, Private Equity, Financial Modeling, Derivatives, Valuation, Emerging Markets, Asset Allocation, Financial Services, Financial Risk, Investment Management, Investment Banking, Investment Strategies, Financial Markets, Alternative Investments, Series 7, Series 66,..., Bloomberg, Equity Research, Mutual Funds
Education
Columbia University
Pace University
Davita J. Westbrook's CAIA Association Experience July 2007 - September 2008
Job Associate Director of Financial Aid Communications at Berklee College of Music
Industry Higher Education
Experience
Berklee College of Music January 2015 - Present
Sarah Lawrence College July 2010 - June 2013
Sarah Lawrence College September 2008 - September 2010
CAIA Association July 2007 - September 2008
Mount Holyoke College 2002 - 2005
Altitude Software 1999 - 2002
Online Capital / mortgage.com 1998 - 1999
AT&T 1987 - 1998
Skills
Editing, Creative Writing, Research, Higher Education, Event Planning, Proofreading, Blogging, Teaching, Social Media, Copy Editing, Community Outreach, Microsoft Office, Social Networking, Spanish, Newsletters, Books, Program Development, Resume Writing, Literature, Admissions, Tutoring, Publications, Higher Education..., Student Financial Aid, Supervisory Skills, Writing, Strategic Communications, Cross-functional Team..., Educational Leadership, Leadership
Education
Sarah Lawrence College 2008 — 2010
MFA, Writing - Creative Nonfiction
Harvard University 2005 — 2007
Grad Certificate, Publishing and Communications
San Jose State University 1996 — 2000
BA, English
Rensselaer Polytechnic Institute 1983 — 1985
Biology
Holland Patent High School
Berklee College of Music January 2015 - Present
Sarah Lawrence College July 2010 - June 2013
Sarah Lawrence College September 2008 - September 2010
CAIA Association July 2007 - September 2008
Mount Holyoke College 2002 - 2005
Altitude Software 1999 - 2002
Online Capital / mortgage.com 1998 - 1999
AT&T 1987 - 1998
Skills
Editing, Creative Writing, Research, Higher Education, Event Planning, Proofreading, Blogging, Teaching, Social Media, Copy Editing, Community Outreach, Microsoft Office, Social Networking, Spanish, Newsletters, Books, Program Development, Resume Writing, Literature, Admissions, Tutoring, Publications, Higher Education..., Student Financial Aid, Supervisory Skills, Writing, Strategic Communications, Cross-functional Team..., Educational Leadership, Leadership
Education
Sarah Lawrence College 2008 — 2010
MFA, Writing - Creative Nonfiction
Harvard University 2005 — 2007
Grad Certificate, Publishing and Communications
San Jose State University 1996 — 2000
BA, English
Rensselaer Polytechnic Institute 1983 — 1985
Biology
Holland Patent High School
Vaibhav Beohar's CAIA Association Experience May 2011 - May 2011
Job Financial Planning & Analysis Analyst
Industry Financial Services
Experience
Global Atlantic Financial Group Limited July 2012 - Present
University of Massachusetts Amherst September 2010 - June 2012
Goldman Sachs June 2011 - August 2011
CAIA Association May 2011 - May 2011
Goldman Sachs April 2007 - August 2010
Sigma Software Solutions July 2004 - December 2006
Skills
Java, SQL, Unix, Oracle, Databases, Agile Methodologies, Java Enterprise Edition, Insurance, Investment Accounting, Financial Analysis, Financial Reporting, Business Analysis, C++, Software Development, JavaScript, Perl, Software Project..., XML, Data Analysis, Visio, HTML, Requirements Analysis, C, C#, Accounting, SAS programming, Spring, Access, VBA
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2012
MBA, Finance
Rajiv Gandhi Technical University
Bachelor of Engineering, Computer Science
Global Atlantic Financial Group Limited July 2012 - Present
University of Massachusetts Amherst September 2010 - June 2012
Goldman Sachs June 2011 - August 2011
CAIA Association May 2011 - May 2011
Goldman Sachs April 2007 - August 2010
Sigma Software Solutions July 2004 - December 2006
Skills
Java, SQL, Unix, Oracle, Databases, Agile Methodologies, Java Enterprise Edition, Insurance, Investment Accounting, Financial Analysis, Financial Reporting, Business Analysis, C++, Software Development, JavaScript, Perl, Software Project..., XML, Data Analysis, Visio, HTML, Requirements Analysis, C, C#, Accounting, SAS programming, Spring, Access, VBA
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2012
MBA, Finance
Rajiv Gandhi Technical University
Bachelor of Engineering, Computer Science
Regina Diemand's CAIA Association Experience June 2013 - July 2014
Job Programming and Production Manager at FoodPlay Productions
Industry Entertainment
Experience
FoodPlay Productions August 2014 - Present
CAIA Association June 2013 - July 2014
CAIA Association January 2011 - June 2013
FELD ENTERTAINMENT (acquired Live Nation Motorsports) September 2008 - December 2009
FELD ENTERTAINMENT (previously Live Nation Motor Sports) October 2006 - December 2009
Dew Action Sports Tour (currently Alli) June 2006 - October 2006
VANDY' S OPEN May 2006 - June 2006
Skills
Press Releases, Sponsorship, Event Management, Public Relations, Event Planning, Marketing, Project Management, Live Events, Events Coordination, Events Organisation, Event Producing, Project Coordination, Coordinating Events, Operations Management, Sports Management, Sports Marketing, Acting, Voice Acting, Theatre
Education
Isenberg School of Management, UMass Amherst 2004 — 2006
BA
Massachusetts College of Liberal Arts North 2001 — 2003
FoodPlay Productions August 2014 - Present
CAIA Association June 2013 - July 2014
CAIA Association January 2011 - June 2013
FELD ENTERTAINMENT (acquired Live Nation Motorsports) September 2008 - December 2009
FELD ENTERTAINMENT (previously Live Nation Motor Sports) October 2006 - December 2009
Dew Action Sports Tour (currently Alli) June 2006 - October 2006
VANDY' S OPEN May 2006 - June 2006
Skills
Press Releases, Sponsorship, Event Management, Public Relations, Event Planning, Marketing, Project Management, Live Events, Events Coordination, Events Organisation, Event Producing, Project Coordination, Coordinating Events, Operations Management, Sports Management, Sports Marketing, Acting, Voice Acting, Theatre
Education
Isenberg School of Management, UMass Amherst 2004 — 2006
BA
Massachusetts College of Liberal Arts North 2001 — 2003
Nelson Lacey's CAIA Association Experience 2002 - Present
Job Director of Examinations at CAIA
Industry Education Management
Experience
CAIA Association 2002 - Present
University of Massachusetts September 1985 - Present
Skills
Research, Statistics, Data Analysis, Economics, Higher Education, Teaching, Quantitative Analytics, Public Speaking, Econometrics, Financial Modeling, University Teaching, Valuation, Investments, Analysis, Portfolio Management
Education
Penn State University 1980 — 1985
PhD, FInance
CAIA Association 2002 - Present
University of Massachusetts September 1985 - Present
Skills
Research, Statistics, Data Analysis, Economics, Higher Education, Teaching, Quantitative Analytics, Public Speaking, Econometrics, Financial Modeling, University Teaching, Valuation, Investments, Analysis, Portfolio Management
Education
Penn State University 1980 — 1985
PhD, FInance
Geoff St. Pierre's CAIA Association Experience August 2012 - May 2014
Job Senior Web Developer at Common Media, Inc.
Industry Computer Software
Experience
Common Media, Inc. June 2014 - Present
CAIA Association August 2012 - May 2014
LPS August 2002 - August 2012
LPS August 2002 - June 2003
Skills
Teaching, Programming, Statistics, Educational Technology, Geometry, E-Learning, Databases, Algebra, Classroom, Curriculum Development, Data Analysis, Java, HTML, C++, CSS, PHP, Unix, LaTeX, Web Development, Git, Apache, Linux, Mathematics Education
Education
American International College 2002 — 2004
Master of Science (MS), Mathematics Education
Umass Amherst 2000 — 2002
BS Mathematics, Mathematics
Springfield Technical Community College 1998 — 2000
AS Engineering Transfer, Mathematics
Common Media, Inc. June 2014 - Present
CAIA Association August 2012 - May 2014
LPS August 2002 - August 2012
LPS August 2002 - June 2003
Skills
Teaching, Programming, Statistics, Educational Technology, Geometry, E-Learning, Databases, Algebra, Classroom, Curriculum Development, Data Analysis, Java, HTML, C++, CSS, PHP, Unix, LaTeX, Web Development, Git, Apache, Linux, Mathematics Education
Education
American International College 2002 — 2004
Master of Science (MS), Mathematics Education
Umass Amherst 2000 — 2002
BS Mathematics, Mathematics
Springfield Technical Community College 1998 — 2000
AS Engineering Transfer, Mathematics
Janis Merrell's CAIA Association Experience February 2014 - Present
Job Manager, Member Relations at CAIA Association
Industry Education Management
Experience
CAIA Association February 2014 - Present
CAIA Association July 2012 - January 2014
CAIA Association July 2011 - July 2012
CAIA Association July 2009 - June 2011
Jeffery Amherst Bookshop 2001 - 2008
National Evaluation Systems 1998 - 2000
Everywoman's Center 1996 - 1997
Skills
Investments, Asset Allocation, Emerging Markets, Asset Management, Financial Modeling, Management, Portfolio Management, Investment Banking, Venture Capital, Hedge Funds, Private Equity, Financial Analysis, Wealth Management, Equities, Investment Strategies, Microsoft Excel, Options, Investment Management, Due Diligence, Financial Services, Alternative Investments, Derivatives, Financial Markets, Public Speaking, Entrepreneurship, Banking, Capital Markets, Financial Advisory, Risk Management, Marketing, Investment Advisory, Strategic Planning, Mutual Funds, Fixed Income
Education
Fundamentals of Alternative Investments 2014 — 2015
FAI, Alternative Investments
University of Massachusetts, Amherst 1994 — 1997
BA, Double Major in English & Journalism
Bard College at Simon's Rock 1992 — 1993
Liberal Arts
CAIA Association February 2014 - Present
CAIA Association July 2012 - January 2014
CAIA Association July 2011 - July 2012
CAIA Association July 2009 - June 2011
Jeffery Amherst Bookshop 2001 - 2008
National Evaluation Systems 1998 - 2000
Everywoman's Center 1996 - 1997
Skills
Investments, Asset Allocation, Emerging Markets, Asset Management, Financial Modeling, Management, Portfolio Management, Investment Banking, Venture Capital, Hedge Funds, Private Equity, Financial Analysis, Wealth Management, Equities, Investment Strategies, Microsoft Excel, Options, Investment Management, Due Diligence, Financial Services, Alternative Investments, Derivatives, Financial Markets, Public Speaking, Entrepreneurship, Banking, Capital Markets, Financial Advisory, Risk Management, Marketing, Investment Advisory, Strategic Planning, Mutual Funds, Fixed Income
Education
Fundamentals of Alternative Investments 2014 — 2015
FAI, Alternative Investments
University of Massachusetts, Amherst 1994 — 1997
BA, Double Major in English & Journalism
Bard College at Simon's Rock 1992 — 1993
Liberal Arts
Heidi Lilly's CAIA Association Experience June 2010 - August 2010
Job Publishing Coordinator at Random House Publishing Group
Industry Publishing
Experience
Random House Publishing Group February 2012 - Present
Edward Elgar Publishing March 2010 - February 2012
CAIA Association June 2010 - August 2010
Murad UK September 2009 - December 2009
Skills
Press Releases, Proofreading, Competitive Analysis, Copy Editing, Copywriting, Editing, Publishing, Project Management, Marketing Research, Marketing Strategy, Consumer Behavior, Marketing Communications, Database Marketing, Developing Client..., New Business Development, Promotions, Direct Marketing, Media Relations, Customer Acquisition, Public Relations, Direct Mail, Strategic Planning, International Marketing, International Business, Entrepreneurial..., Customer Relationship...
Education
Isenberg School of Management, UMass Amherst 2007 — 2011
Bachelor of Business Administration, Finance
Random House Publishing Group February 2012 - Present
Edward Elgar Publishing March 2010 - February 2012
CAIA Association June 2010 - August 2010
Murad UK September 2009 - December 2009
Skills
Press Releases, Proofreading, Competitive Analysis, Copy Editing, Copywriting, Editing, Publishing, Project Management, Marketing Research, Marketing Strategy, Consumer Behavior, Marketing Communications, Database Marketing, Developing Client..., New Business Development, Promotions, Direct Marketing, Media Relations, Customer Acquisition, Public Relations, Direct Mail, Strategic Planning, International Marketing, International Business, Entrepreneurial..., Customer Relationship...
Education
Isenberg School of Management, UMass Amherst 2007 — 2011
Bachelor of Business Administration, Finance
Jeanne Grover's CAIA Association Experience July 2013 - Present
Job Bookkeeper / Massage therapist
Industry Investment Management
Experience
CAIA Association July 2013 - Present
Canyon Ranch July 2013 - Present
IN TOUCH STUDIOS June 2004 - Present
Skills
Holistic Health, Skin Care, Wellness, Fitness, Aromatherapy, Swedish, Chair Massage, Spa, Yoga, Bodywork, Trigger Point Therapy, Craniosacral Therapy, Prenatal Care, Reflexology
Education
Massage School of Easthampton 2004 — 2004
Licensed Massage Therdpist
College of Our Lady of the Elms 2001 — 2004
BS
Greenfield Community College 1989 — 1992
Associate's degree
CAIA Association July 2013 - Present
Canyon Ranch July 2013 - Present
IN TOUCH STUDIOS June 2004 - Present
Skills
Holistic Health, Skin Care, Wellness, Fitness, Aromatherapy, Swedish, Chair Massage, Spa, Yoga, Bodywork, Trigger Point Therapy, Craniosacral Therapy, Prenatal Care, Reflexology
Education
Massage School of Easthampton 2004 — 2004
Licensed Massage Therdpist
College of Our Lady of the Elms 2001 — 2004
BS
Greenfield Community College 1989 — 1992
Associate's degree
Kristaps Līcis's CAIA Association Experience November 2008 - Present
Job Senior Associate Director of Examinations at CAIA Association
Industry Professional Training & Coaching
Experience
CAIA Association November 2008 - Present
Alternative Investment Analytics, LLC 2001 - 2008
Center for International Securities and Derivatives Markets (CISDM) 1997 - 2001
Bank of Latvia 1997 - 1997
Skills
Alternative Investments, Hedge Funds, CTAs, Private Equity, Quantitative Analytics, Asset Allocation, Portfolio Management, Risk Management, Investments, Investment Management, Investment Strategies, Options, Commodity, Bloomberg, Asset Management, Equities, Emerging Markets, Derivatives
Education
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 2001
MBA
Rīgas Tehniskā universitāte 1990 — 1994
BA
Natālijas Draudziņas ģimnāzija 1985 — 1988
Secondary
CAIA Association November 2008 - Present
Alternative Investment Analytics, LLC 2001 - 2008
Center for International Securities and Derivatives Markets (CISDM) 1997 - 2001
Bank of Latvia 1997 - 1997
Skills
Alternative Investments, Hedge Funds, CTAs, Private Equity, Quantitative Analytics, Asset Allocation, Portfolio Management, Risk Management, Investments, Investment Management, Investment Strategies, Options, Commodity, Bloomberg, Asset Management, Equities, Emerging Markets, Derivatives
Education
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 2001
MBA
Rīgas Tehniskā universitāte 1990 — 1994
BA
Natālijas Draudziņas ģimnāzija 1985 — 1988
Secondary